Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,733 | $223,823+85.3% | $211,142+96.4% | $154,746+168.0% |
| Participation rate | 61.5% | 87.9%-26.3pp | 87.3%-25.8pp | 80.7%-19.2pp |
| Annual return | 9.69% | 50.39%-40.7pp | 46.84%-37.1pp | 172.34%-162.7pp |
| Employer contribution / active EE | $3,096 | $6,787-54.4% | $6,442-51.9% | $4,379-29.3% |
| Participant deferral / active EE | $7,037 | $9,750-27.8% | $9,284-24.2% | $6,730+4.6% |
| Admin fee / account holder | $205 | $19,707-99.0% | $19,076-98.9% | $14,365-98.6% |